Institutional Ownership Ishares Core U.S. Aggregate Bo (AGG)
This table provides information about the institutional ownership of Ishares Core U.S. Aggregate Bo (AGG). We have compiled data on the 1,975 institutions that hold shares in the stock, with a total of 1.06 Billion shares, which have been reported (via 13F filing form) to have a value of $103 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
139,457
shares
|
$13.5 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
138,903
shares
|
$13.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
138,260
shares
|
$13.4 Million
0.22% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
137,989
shares
|
$13.3 Million
6.01% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
137,370
shares
|
$13.3 Million
3.99% of portfolio
|
Q3 2024
Added 17.12%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
136,242
shares
|
$13.2 Million
4.45% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
135,381
shares
|
$13.1 Million
3.83% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
134,326
shares
|
$13 Million
0.17% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
134,116
shares
|
$13 Million
0.39% of portfolio
|
Q3 2022
Added 4.01%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
133,863
shares
|
$12.9 Million
7.95% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
133,379
shares
|
$12.9 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
133,014
shares
|
$12.9 Million
2.03% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
132,214
shares
|
$12.8 Million
4.1% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
132,040
shares
|
$12.8 Million
0.43% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
131,976
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
131,944
shares
|
$12.8 Million
0.05% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
131,350
shares
|
$12.7 Million
1.09% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
131,252
shares
|
$12.7 Million
0.7% of portfolio
|
Q3 2024
Reduced 19.07%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
131,216
shares
|
$12.7 Million
3.32% of portfolio
|
Q2 2021
Added 10.45%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
129,273
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
128,972
shares
|
$12.5 Million
0.08% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
128,326
shares
|
$12.4 Million
0.36% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
126,589
shares
|
$12.2 Million
1.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
126,141
shares
|
$12.2 Million
1.69% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
126,032
shares
|
$12.2 Million
0.44% of portfolio
|
Q4 2024
Added 13.7%
|